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Category: Estate Planning

Why Do I Need an Estate Plan?

Jan 12, 2024 - Blog by

January 15, 2024 – Ryan D. Farley Why do I need an estate plan? The simple answer is control. There are others, summarized below, but ultimately, the reason you need an estate plan is to be able to make the decisions about who will receive your property and how they […]

AB Trust Creates Tax Liability

Aug 21, 2018 - Estate Planning by

The Will or revocable Trust you signed to minimize estate taxes may actually increase the tax burden on your family after your death. There have been significant changes to the federal estate tax system since 2013, including the doubling of the federal estate tax exemption to $11.18 million as part […]

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